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Below is the list of Top 40 Financial Services Companies in Princeton ranked based on company size, client reviews, services, and awards.
Industry: Financial Services
Location: Princeton, New Jersey
Website: getbeyond.com
Company Founded: 2017
Company Size: 501-1000
Company Address: 902 Carnegie Center, Princeton, New Jersey, United States
Beyond Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Shawn Leonard | Team Leader-142% Of Plan Ytd | |||
| Blake Ranney | Vice President, Talent Acquisition And Human Resources | |||
| Daniel Meyer | Talent Acquisition Specialist | |||
| Evan Comer | Team Lead | |||
| Blaine Woolfrey | Division Director | |||
| John Mcdonough | Team Lead | |||
| Lyndsey Perry | Senior Director, Sales Enablement |
Industry: Financial Services
Location: Princeton, New Jersey
Website: mercadien.com
Company Founded: 1963
Company Size: 51-200
Company Address: P/o Box 7648, Princeton, New Jersey, United States
The Mercadien Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Victoria Cardis | Supervising Senior Accountant | |||
| Matthew Smierciak | Manager | |||
| Madison Fedor | Supervising Senior Accountant | |||
| Jack Hammell | Supervisor | |||
| Arpita Patel | Supervising Senior Accountant- Bank Secrecy Act , Anti-money Laundering | |||
| Christopher Walther | Manager | |||
| Mff Gina Holland | Supervising Senior |
Industry: Financial Services
Location: Princeton, New Jersey
Website: tallyx.com
Company Founded: 2018
Company Size: 1-10
Company Address: 475 Wall Street, Princeton, New Jersey, United States
Tallyx Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Aditya Menon | Chief Executive Officer | |||
| Jacqueline Tseng | Designer |
Industry: Financial Services
Location: Princeton, New Jersey
Website: kinetixtt.com
Company Founded: 2010
Company Size: 51-200
Kinetix Trading Solutions Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Owen Luddy | Talent Acquisition Manager - Global | |||
| Tarun Mandhania | Executive Director | |||
| Sudha Ramani | Senior Accountant | |||
| Minda Fang | Software Engineer | |||
| Pete Cion | Software Development Engineer | |||
| Andrea Rudden | Controller | |||
| Nadeem Akhter | Senior .programmer |
Industry: Financial Services
Location: Princeton, New Jersey
Website: northmillcapital.com
Company Founded: 2010
Company Size: 51-200
North Mill Capital Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Norb Schiek | Senior Vice President At North Mill Capital Llc | |||
| Kristin Erickson | Senior Vice President | |||
| David Mcfarland | Senior Vice President | |||
| Jeffrey Goldrich | President And Chief Executive Officer | |||
| Tracy Nelson | Senior Vice President | |||
| Matt Theisen | Collateral Analyst | |||
| Katrina Garner | Human Resource Manager |
Industry: Financial Services
Location: Princeton, New Jersey
Website: miaxoptions.com
Company Size: 51-200
Miami International Holdings Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Shelly Brown | Senior Vp, Strategic Planning And Operations | |||
| Anthony Limberakis | Senior Systems Specialist | |||
| Gamini Karunaratne | Director, Senior Network Architect | |||
| Tom Benedict | Senior Network Engineer | |||
| Matthew Perino | Information Security Analyst | |||
| John Shuey | High Frequency Options Trading - Business Strategy And Trading Operations | |||
| Ilya Shnayder | Senior Developer |
Industry: Financial Services
Location: Princeton, New Jersey
Website: edgestreamlp.com
Company Founded: 2003
Company Size: 11-50
Company Address: 902 Carnegie Center, Princeton, New Jersey, United States
Edgestream Partners, L.p. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jade Moskovitz | Office Manager | |||
| Bryan Bugyi | Software Engineer | |||
| Josh Dunn | Executive Vice President, Production | |||
| Razvan Chereji | Associate Research Scientist | |||
| Jane Balaich | Investor Relations Associate | |||
| Darya Hushchyna | Accountant | |||
| Sheila Chatraei | Chief Financial Officer At Edgestream Partners, L.p |
Industry: Financial Services
Location: Princeton, New Jersey
Company Founded: 2012
Company Size: 51-200
Miax Exchange Group Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Matt Rotella | Chief Technology Officer And Senior Vice President Trading Systems Development, Network Architecture And System Operations | |||
| David Seidman | Director - Regulatory Compliance | |||
| Jonathan Dowd | Director Business Strategy | |||
| Abdul Kodungukkaran | Senior Software Architect | |||
| Oly Wirtz | Executive Assistant And Office Manager | |||
| Adonis Villarosa | Database Architect | |||
| Helen Carmody | Junior Analyst |
Industry: Financial Services
Location: Princeton, New Jersey
Website: blandenier.com
Company Size: 11-50
Princeton Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Alfred Berkeley | Chairman Of The Board | |||
| Hugh Fitzpatrick | President | |||
| Toby Pitts | Finance | |||
| Anthony Paulo | Intern | |||
| Lynda Widman | Employee |
Industry: Financial Services
Location: Princeton, New Jersey
Website: insiderscore.com
Company Founded: 2004
Company Size: 11-50
Company Address: 100 Thanet Circle, Princeton, New Jersey, United States
Insiderscore, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Michael Stroff | Director Of Sales | |||
| Peter Golish | Data Analyst | |||
| Johnny Gaboff | Client Success Manager | |||
| Dylan Wright | Sales And Marketing Intern | |||
| Ryan Patel | Account Manager | |||
| James Ambrosio | Research Analyst | |||
| Ryann Reagan | Data Analyst |
Industry: Financial Services
Location: Princeton, New Jersey
Website: gleneagleadv.com
Company Founded: 2002
Company Size: 11-50
Company Address: 353 Nassau Street, Princeton, New Jersey, United States
Glen Eagle Advisors, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jane Gore | Wealth Management Advisor | |||
| Carol Fernandez | Chief Operations Officer | |||
| Kathy Bue | Managing Director | |||
| Taylor Coolahan | Head Of Operations | |||
| Daniel Russo | Financial Services Associate |
Industry: Financial Services
Location: Princeton, New Jersey
Website: concordadvisory.com
Company Founded: 1988
Company Size: 11-50
Company Address: 700 Alexander Park, Princeton, New Jersey, United States
The Concord Advisory Group, Ltd. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Anthony Cipriano | Portfolio Analyst | |||
| Alex Ochalski | Portfolio Analyst | |||
| Tamerlane Asher | Research Associate | |||
| Christopher Cender | Consultant | |||
| Marissa Hine | Senior Research Associate | |||
| Andrew Rowan | Portfolio Analyst | |||
| Victoria Lukonin | Research Assistant |
Industry: Financial Services
Location: Princeton, New Jersey
Website: kbfinancialpartners.com
Company Founded: 1983
Company Size: 11-50
Kb Financial Companies, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Henry Ellis | Associate, Wealth Management | |||
| Henry Ellis | Associate, Wealth Management | |||
| Cynthia Gavenda | Managing Director -- Family Office Services | |||
| Lawrence Gallo | Senior Accountant And Manager | |||
| Vicky Dionne | Associate Family Office Services | |||
| Robert Von Der Schmidt | Summer Analyst |
Industry: Financial Services
Location: Princeton, New Jersey
Website: globaljacs.com
Company Founded: 2016
Company Size: 1-10
Global Jacs Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Timothy Kovacs | Chief Executive Officer |
Industry: Financial Services
Location: Princeton, New Jersey
Website: vanleeuwenco.com
Company Founded: 1997
Company Size: 1-10
Company Address: 281 Witherspoon Street, Princeton, New Jersey, United States
Van Leeuwen & Company, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jeffrey Mattonelli | Financial Advisor | |||
| Judith Defazio | Director Of Administration And Executive Assistant To Kenneth Van Leeuwen | |||
| Virag Shah | Portfolio Strategist | |||
| Conor Bright | Customer Service Trainee | |||
| Kristy White | Administrative Assistant | |||
| Donna Gavlick | Director Of Para Planning Services |
Industry: Financial Services
Location: Princeton, New Jersey
Website: rochepartners.com
Company Founded: 2004
Company Size: 1-10
Company Address: 214 Commons Way, Princeton, New Jersey, United States
Roche Financial Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Edward Morrison | Principal | |||
| Robert Gregov | Founder And President Of Roche Financial Partners -- Wealth Management Company |
Industry: Financial Services
Location: Princeton, New Jersey
Company Founded: 2007
Company Size: 1-10
Company Address: 902 Carnegie Center, Princeton, New Jersey, United States
Princeton Wealth Advisors Of Raymond James Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Geoff Carey | Senior Registered Client Associate | |||
| Jim Mclaughlin | Senior Vice President, Investments - Financial Advisor, Branch Manager | |||
| Carol Curtis | Registered Sales Associate At Princeton Wealth Advisors Of Raymond James | |||
| Carol Curtis | Registered Sales Associate At Princeton Wealth Advisors Of Raymond James |
Industry: Financial Services
Location: Princeton, New Jersey
Company Size: 11-50
Company Address: 86 Castle Howard Court, Princeton, New Jersey, United States
Polygon Investment Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Philip Winder | Chief Executive Officer | |||
| Diane Winder | Director |
Industry: Financial Services
Location: Princeton, New Jersey
Website: myprivatewealth.com
Company Founded: 1998
Company Size: 1-10
Company Address: 512 Executive Drive, Princeton, New Jersey, United States
Private Wealth Management Group Of Princeton, New Jersey Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Dominick Matteo | Paraplanner | |||
| Daniel Satz | Wealth Manager | |||
| Candace Henry | Client Experience Coordinator | |||
| Ryan Dunn | Associate Wealth Advisor |
Industry: Financial Services
Location: Princeton, New Jersey
Website: tswealth.com
Company Founded: 1983
Company Size: 11-50
Company Address: 103 Carnegie Center, Princeton, New Jersey, United States
Traust Sollus Wealth Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Richard Weyers | Chief Operating Officer And Chief Compliance Officer, Llc | |||
| Nicole Devletian | Wealth Advisor |
Industry: Financial Services
Location: Princeton, New Jersey
Website: dumontandblake.com
Company Founded: 1999
Company Size: 1-10
Dumont & Blake Investment Advisors Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Amos Warren | Director Of Research |
Industry: Financial Services
Location: Princeton, New Jersey
Website: berundacap.com
Company Founded: 2018
Company Size: 1-10
Company Address: 5 Independence Way, Princeton, New Jersey, United States
Berunda Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Srikanth Nagarajan | Managing Partner |
Industry: Financial Services
Location: Princeton, New Jersey
Website: exploreiwp.com
Company Founded: 2014
Company Size: 1-10
Company Address: 103 College Road East, Princeton, New Jersey, United States
Independence Wealth Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Joseph Del Guercio | Financial Advisor And Founding Partner |
Industry: Financial Services
Location: Princeton, New Jersey
Website: kolanutcapital.com
Company Founded: 2019
Company Size: 1-10
Kolanut Capital Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Kevin Parker | Entrepreneur And Financial Lead |
Industry: Financial Services
Location: Princeton, New Jersey
Website: theoptimalportfolio.com
Company Founded: 2010
Company Size: 1-10
Company Address: 353 Nassau Street, Princeton, New Jersey, United States
Optimal Portfolio, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Grant Harm | Senior Vice President |
Industry: Financial Services
Location: Princeton, New Jersey
Company Size: 51-200
Company Address: 4365 Route 1 South, Princeton, New Jersey, United States
Yootech Associates Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Yuxi Luo | Quantitative Analyst |
Industry: Financial Services
Location: Princeton, New Jersey
Website: eksassoc.com
Company Size: 1-10
Company Address: 601 Ewing Street, Princeton, New Jersey, United States
(owner) Eks Associates Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Howard Hook | Experienced Presenter Of Financial Topics |
Industry: Financial Services
Location: Princeton, New Jersey
Website: scovilleriskpartners.com
Company Founded: 2012
Company Size: 1-10
Company Address: 101 Carnegie Center Drive, Princeton, New Jersey, United States
Scoville Risk Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Greg Sticka | Partner |
Industry: Financial Services
Location: Princeton, New Jersey
Website: payrollfundings.com
Company Founded: 1999
Company Size: 1-10
Company Address: 1 Palmer Square East, Princeton, New Jersey, United States
Payroll Funding Company Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Mary Robins | Legal Assistant | |||
| Mary Robins | Legal Assistant |
Industry: Financial Services
Location: Princeton, New Jersey
Company Size: 1-10
Company Address: 1125 Us Highway, Princeton, New Jersey, United States
Land Rover Princeton Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Stephanie Kettner | Title Clerk | |||
| John Lappino | Inventory Manager |
Industry: Financial Services
Location: Princeton, New Jersey
Website: remexinc.com
Company Founded: 1983
Company Size: 11-50
Company Address: 307 Wall Street, Princeton, New Jersey, United States
Remex, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Joan Hendler | Executive Vice President | |||
| Mike Lacerra | Customer Service Specialist | |||
| Richard Stoller | Senior Sales Representative | |||
| Michelle Heubach | Advisor | |||
| Jeanine Johnson | Administrative Assistant | |||
| Hosanna Lopez | Collector |
Industry: Financial Services
Location: Princeton, New Jersey
Website: princetoncfp.com
Company Size: 11-50
Company Address: 103 Carnegie Ctr Drive, Princeton, New Jersey, United States
Princeton Financial Group, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Jill Katz | Insurance Operations Coordinator | |||
| Kelly Ditosto | Senior Accountant | |||
| Kelly Ditosto | Senior Accountant | |||
| Nancy Polanco | Investment Advisory Associate |
Industry: Financial Services
Location: Princeton, New Jersey
Website: noviwealth.com
Company Founded: 1998
Company Size: 1-10
Company Address: 512 Executive Drive, Princeton, New Jersey, United States
Novi Wealth Partners Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Ryan Vogel | Chief Planning Officer, Partner |
Industry: Financial Services
Location: Princeton, New Jersey
Website: kbfinancialcompanies.com
Company Founded: 1983
Company Size: 11-50
Company Address: 300 Carnegie Center, Princeton, New Jersey, United States
Kb Financial Companies, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Thea Kennedy | Manager Client Services |
Industry: Financial Services
Location: Princeton, New Jersey
Website: halberstadtfinancial.com
Company Founded: 1986
Company Size: 1-10
Company Address: 50 North Tulane Street, Princeton, New Jersey, United States
Halberstadt Financial Consultants, Inc. Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Olga Krostyne | Financial Advisor |
Industry: Financial Services
Location: Princeton, New Jersey
Website: hibplan.com
Company Founded: 1992
Company Size: 1-10
Company Address: 1 Airport Place, Princeton, New Jersey, United States
H.i.b. Planning & Benefits Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Dirk Alexander | Owner And Founder | |||
| Dirk Alexander | Owner And Founder |
Industry: Financial Services
Location: Princeton, New Jersey
Company Size: 11-50
Company Address: 5 Vaughn Drive, Princeton, New Jersey, United States
Trilogy Capital Management Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Debbie Skeens | It Development Manager |
Industry: Financial Services
Location: Princeton, New Jersey
Website: ncfg.com
Company Size: 11-50
Company Address: 1 Airport Place, Princeton, New Jersey, United States
New Century Financial Group, Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| William Shevlin | Portfolio Manager And Investment Advisor | |||
| Scott Daly | Manager |
Industry: Financial Services
Location: Princeton, New Jersey
Website: curaleaassociates.com
Company Founded: 2010
Company Size: 1-10
Company Address: 600 Alexander Road, Princeton, New Jersey, United States
Curalea Associates Llc Contact Details
| Name | Title | Phone | ||
|---|---|---|---|---|
| Nicola Weaver | Director Sales |
| No. | Name | Company | Job Title | Phone | ||
|---|---|---|---|---|---|---|
| 1 | Shawn Leonard | Beyond Inc. | Team Leader-142% Of Plan Ytd | |||
| 2 | Blake Ranney | Beyond Inc. | Vice President, Talent Acquisition And Human Resources | |||
| 3 | Daniel Meyer | Beyond Inc. | Talent Acquisition Specialist | |||
| 4 | Evan Comer | Beyond Inc. | Team Lead | |||
| 5 | Blaine Woolfrey | Beyond Inc. | Division Director | |||
| 6 | John Mcdonough | Beyond Inc. | Team Lead | |||
| 7 | Lyndsey Perry | Beyond Inc. | Senior Director, Sales Enablement | |||
| 8 | Victoria Cardis | The Mercadien Group | Supervising Senior Accountant | |||
| 9 | Matthew Smierciak | The Mercadien Group | Manager | |||
| 10 | Madison Fedor | The Mercadien Group | Supervising Senior Accountant | |||
| 11 | Jack Hammell | The Mercadien Group | Supervisor | |||
| 12 | Arpita Patel | The Mercadien Group | Supervising Senior Accountant- Bank Secrecy Act , Anti-money Laundering | |||
| 13 | Christopher Walther | The Mercadien Group | Manager | |||
| 14 | Mff Gina Holland | The Mercadien Group | Supervising Senior | |||
| 15 | Aditya Menon | Tallyx | Chief Executive Officer | |||
| 16 | Jacqueline Tseng | Tallyx | Designer | |||
| 17 | Owen Luddy | Kinetix Trading Solutions | Talent Acquisition Manager - Global | |||
| 18 | Tarun Mandhania | Kinetix Trading Solutions | Executive Director | |||
| 19 | Sudha Ramani | Kinetix Trading Solutions | Senior Accountant | |||
| 20 | Minda Fang | Kinetix Trading Solutions | Software Engineer | |||
| 21 | Pete Cion | Kinetix Trading Solutions | Software Development Engineer | |||
| 22 | Andrea Rudden | Kinetix Trading Solutions | Controller | |||
| 23 | Nadeem Akhter | Kinetix Trading Solutions | Senior .programmer | |||
| 24 | Norb Schiek | North Mill Capital Llc | Senior Vice President At North Mill Capital Llc | |||
| 25 | Kristin Erickson | North Mill Capital Llc | Senior Vice President | |||
| 26 | David Mcfarland | North Mill Capital Llc | Senior Vice President | |||
| 27 | Jeffrey Goldrich | North Mill Capital Llc | President And Chief Executive Officer | |||
| 28 | Tracy Nelson | North Mill Capital Llc | Senior Vice President | |||
| 29 | Matt Theisen | North Mill Capital Llc | Collateral Analyst | |||
| 30 | Katrina Garner | North Mill Capital Llc | Human Resource Manager | |||
| 31 | Shelly Brown | Miami International Holdings | Senior Vp, Strategic Planning And Operations | |||
| 32 | Anthony Limberakis | Miami International Holdings | Senior Systems Specialist | |||
| 33 | Gamini Karunaratne | Miami International Holdings | Director, Senior Network Architect | |||
| 34 | Tom Benedict | Miami International Holdings | Senior Network Engineer | |||
| 35 | Matthew Perino | Miami International Holdings | Information Security Analyst | |||
| 36 | John Shuey | Miami International Holdings | High Frequency Options Trading - Business Strategy And Trading Operations | |||
| 37 | Ilya Shnayder | Miami International Holdings | Senior Developer | |||
| 38 | Jade Moskovitz | Edgestream Partners, L.p. | Office Manager | |||
| 39 | Bryan Bugyi | Edgestream Partners, L.p. | Software Engineer | |||
| 40 | Josh Dunn | Edgestream Partners, L.p. | Executive Vice President, Production |
Financial Services companies in different cities of New Jersey